Rockefeller Recruits Teams from JPMorgan, Morgan Stanley 

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has added two private advisor teams from JPMorgan and Morgan Stanley with a combined total of $900 million in client assets. 

Heritage Wealth Partners, based in Houston, includes private advisor and managing director Charles Vetters, private advisor and SVP Mark Dahl, and senior client associate and AVP Maria Navarro. They will report to Michael Armondo, central divisional director of Rockefeller Global Family Office. 

Venetos Wealth Partners, headquartered in NY, includes private advisor and MD Jim Venetos, private advisor and SVP Peter Venetos, and senior client associate and AVP Tegest “TJ” Asefa-Brown. The team, which was previously with JP Morgan Wealth Management, will report to Michael Outlaw, head of enterprise strategic growth and New York metro divisional director of Rockefeller Global Family Office. 

Rockefeller Capital Management (RCM), established in 2018, carries a legacy tracing back to the family office of John D. Rockefeller, founded in 1882. As of December 31, 2024, RCM managed $151 billion in client assets across its three core divisions, including Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking. 

Last October, Rockefeller Global Family Office added DiMedio Wealth Partners, a 16-person Merrill Lynch team that reportedly manages $1.8 billion in assets. In March, the firm expanded its West Coast presence by adding Pollock Salah Wealth Partners, a six-person team from First Republic Investment Management that reportedly manages around $1 billion in assets. 

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